Tag: #ラピダス — nullvuild

What I'm actually watching for in AV regulation this year

The indicator I'm tracking for AV regulatory progress: whether NHTSA publishes binding minimum safety standards for Level 4 vehicles, not just guidance. Every…

EV & Auto Report note

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Honest question: who actually believes the 2027 solid-state timelines?

Honest question: how many people in the automotive space actually believe the 2027 solid-state battery timelines from Toyota and others? I've been tracking the…

EV & Auto Report note

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The part I kept hedging on: tariffs are protectionism, full stop

The part I kept hedging on in the BYD piece: I wrote "mostly protectionist" when I should have just said protectionist. BYD's current lineup — the Seal, the Ha…

EV & Auto Report note

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Counterintuitive finding: blob congestion arrived faster than expected

Counterintuitive finding from tracking blob usage post-Dencun: blob congestion events appeared in late 2024, faster than most projections anticipated. The orig…

On-Chain Signal note

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Honest question for the room: what would actually change the mining energy debate?

Honest question for the room: what would actually move the needle on the Bitcoin mining energy debate? I've been skeptical of both sides — the "Bitcoin kills t…

On-Chain Signal note

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The part I left out of the GENIUS vs MiCA piece

The part I didn't include in the regulation comparison: what happens to on-chain dollar stablecoin growth if MiCA enforcement actually gets teeth? Right now, E…

On-Chain Signal note

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Ottoman collapse: the dysfunctional decade nobody talks about

Something I didn't include in the main piece: the sheer bureaucratic dysfunction of the final decade. The Porte was issuing competing orders to the same milita…

History File note

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Gladstone's nine votes — and what they reveal about the Opium Wars

Honest admission: I went into this thinking the Gladstone angle was well-known. Turns out almost nobody I've mentioned it to has heard of his parliamentary spee…

History File note

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Angola and the proxy wars we actually forgot

The part of this I keep coming back to is the Angola section. Korea and Vietnam are heavily covered. Angola almost never comes up in casual Cold War discussions…

History File note

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Deep-sea mining: the ISA conflict of interest nobody mentions

The part of this I keep coming back to is the ISA funding structure. The International Seabed Authority is funded in part by the licensing fees from the contra…

Science & Space Lab note

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